From Reactive to Proactive – Plan for Long Term Field Service Success and Profitability
From work order management to scheduling, dispatching, inventory, and customer satisfaction – there are several areas key to long term success for any field service organization. However, many companies are falling behind and losing sight of how to optimize resources and processes to increase productivity and profits.
By streamlining your operations and deploying best practice processes, you can shift from a reactive cost center to a proactive profit center.
With a unified experience for every member of your team including customer service representatives, dispatchers, field technicians, inventory and shop managers, you’re able to provide the complete data that each person needs to do their job more efficiently and effectively, leading to increased customer satisfaction.
With a focus on the customer, you’re able to eliminate customer service issues before they happen, effectively communicate, proactively schedule service and maintenance, and build customers for life.
150+ Field Service clients in 32 states
2023 Dynamics 365 Field Service Partner of the Year Finalist
Benefits of Dynamics 365 Field Service
fewer hours billed for maintenance and repair work
reduction in field dispatch with IoT devices
less driving time
fewer customer service calls
Your Team of Field Service Experts
Get a Strategic View of Field Service
One thing field service leaders can be certain of is uncertainty. We set out to shed some light on the near-term future by conducting a comprehensive survey of over two hundred leaders in field service operations around the U.S. to see whether there was consensus on how field service teams should position themselves for success in the years ahead.
Read the results and an analysis by our field service experts.
Operational Maturity Survey
Take our five-question survey on field service operational maturity to see where you stack up against your peers across 5 domains. You'll receive a customized report with recommendations that will help you move to the next level.
Build Efficiencies That Matter
Streamline Customer and Contract Management
Provide a real-time, 360 degree view of your customer history and contracts to every member of your team.
Efficiently and automatically schedule resources based on skills, location, inventory, and availability.
Improve Inventory Control
Gain visibility to your inventory levels and assets across multiple locations.
Increase Mobile Productivity
Provide on or offline work order visibility and insights on any mobile device.
Prevent and Predict Issues
Detect, troubleshoot, and resolve issues remotely with IoT connected devices.
Better Decisions Driven by Data
Access KPI dashboards for better decision making in real-time.
Three Steps to Success
Step One: Assess Your Current Operations
Understanding your strengths and where your greatest opportunities lie will help you build a roadmap for long-term success and profitability.
During an Operational Maturity Assessment, we’ll learn more about how your business runs today and provide you a rating in five key areas – work order management, dispatching, parts inventory management, resource management, and customer relationship.
More importantly, we’ve identified certain KPIs that will be affected by improving each competency, so that you can correlate the opportunity to improve with the value you will achieve with that improvement.
Step Two: Assessing a Path Forward
You have an assessment of your current operation – now what? If you’re looking to move your field service operation to a more mature and profitable organization, it’s time to get deep. During this stage, you’ll work with field service process experts who will analyze the day-in-the-life of your technicians, dispatchers, and resource managers. They will take a closer look at your existing systems and identify the gaps and bottlenecks that keep you from achieving your goals.
You’ll receive a report that has in-depth recommendations for your path forward that maximizes the KPIs that will deliver the most to your bottom line.
Step Three: Assessing the Solution to Propel Your Success
This is where the rubber meets the road. With a clear understanding of where you currently are, and recommendations to meet your KPIs, you’ll work with field service technology experts to design and build a system that will propel your team to the next level of operational maturity and financial success.
AtriCure Builds a Unique Medical Device Management Solution With D365 Field Service
A publicly traded and heavily regulated company, AtriCure needed to modernize paper-driven device inventory, history, service, and maintenance records with a digitally driven, traceable process. Learn how Velosio worked with AtriCure to help built a unique solution with D365 Field Service.
“Velosio is excellent at consulting, configuration, looking at individual pieces, pivoting, and collaborating with us on ‘if this, then that’ scenarios. The level of expertise on the consulting side is a huge differentiator for Velosio, coupled with their experience in medical devices. It’s a good partnership.”
– Shelly Bramer, Director of Enterprise Applications, AtriCure
The Future of Commercial Field Service Companies
As field service companies map out future goals to grow their companies, what role can technology play in helping achieve them? In other words, what is the future of the field service company?
Here, we look at five ways technology is already beginning to accelerate growth and drive future efficiencies for field service operations.
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